Mowery & Schoenfeld Wealth Management’s Sempra SRE Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$53.4K	Hold
2025 Q1	$50.3K	Sell
2024 Q4	$88.4K	Buy
2024 Q3	$58.9K	Sell
2024 Q2	$109K	Buy
2024 Q1	$50.6K	Buy